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Investar Holding shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Investar Holding

Tip: Access up to 7 years of quarterly data

All positions including Investar Holding held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investar Holding by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $27k 2.6k 10.59
2023-06-30 $31k 2.6k 12.11
2023-03-31 $36k 2.6k 13.96
2022-12-31 $31 1.4k 0.02

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (DGRO)
Ishares Core MF Closed and MF Open (AGG)
Chevron Corp Common Stock (CVX)
Ishares Ibonds MF Closed and MF Open (IBDQ)
Ishares Ibonds MF Closed and MF Open (IBDP)

View all positions for Goss Wealth Management

Top funds holding Investar Holding

Fourthstone
Vanguard Group
Sandler O'Neill Asset Management
Royce & Associates
Alliancebernstein
Franklin Resources
Hotchkis and Wiley Capital Management
Dimensional Fund Advisors
Kennedy Capital Management
Wellington Management Company
Russell Investments
Green Square Capital
Millennium Management
Greenwich Investment Management
Hsbc Holdings

View all funds holding Investar Holding